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9258 Wealth Management, LLC: ADX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on ADX, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 59,393 ADX shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 59,393 shares
    Change vs previous 13F +1,116 shares

    0.19% of the 13F portfolio, value $1,280,507.

    13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 58,277 shares
    Change vs previous 13F -322 shares

    0.19% of the 13F portfolio, value $1,252,369.

    13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 58,599 shares
    Change vs previous 13F +37 shares

    0.18% of the 13F portfolio, value $1,143,851.

    13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F/A 58,562 shares
    Change vs previous 13F +2,799 shares

    0.18% of the 13F portfolio, value $1,037,136.

    13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 55,763 shares
    Change vs previous 13F -2,616 shares

    0.18% of the 13F portfolio, value $927,894.

    13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 58,379 shares
    Change vs previous 13F +40 shares

    0.18% of the 13F portfolio, value $981,344.

    13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 58,339 shares
    Change vs previous 13F -1,792 shares

    0.18% of the 13F portfolio, value $907,170.

    13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 60,131 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $874,311.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).